金楊股份(301210.SZ):目前公司大圓柱有關產品沒有供應特斯拉,未來能否進入特斯拉供應體系,取決於大圓柱電池在開發客户及公司的技術和產能能否滿足特斯拉的要求
格隆匯7月18日丨有投資者向金楊股份(301210.SZ)提問,“特斯拉電動皮卡cybertruck投產,該電動皮卡訂單超過180萬輛,用大圓柱電池,公司怎麼看?公司產品有供應特斯拉嗎”
金楊股份回覆稱,特斯拉是全球電動汽車行業領先企業,其對於新技術的應用具有明顯的帶動示範效應,特斯拉對於大圓柱電池的大規模應用將帶動整個大圓柱鋰電池產業鏈的快速發展;公司是國內圓柱鋰電池精密結構件的細分領域龍頭,在大圓柱鋰電池精密結構件領域較早進行了研發,目前在開發客户數量20家左右,公司亦在進行有關產能建設,目前公司大圓柱有關產品沒有供應特斯拉,未來能否進入特斯拉供應體系,取決於大圓柱電池在開發客户及公司的技術和產能能否滿足特斯拉的要求,存在不確定性。
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